Great-Power Competition & Security
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Summary
Akeso produced a cancer drug measured at twice the effectiveness of Merck’s Keytruda.
The talk traces the growth of Chinese pharma and the four strategies behind the rise.
The COVID period is part of the story, along with the challenges the industry still faces.
Key points
Copying to leading is a pattern seen before
The same route Japan and South Korea took in other industries.
Pharmaceuticals is a field where results cannot be faked
Clinical trial outcomes are verified externally, which makes this claim different in kind from others.
Lower research costs change how many attempts you get
As in AI, the ability to try repeatedly is a compounding advantage.
The effect reaches global drug prices
A lower-cost competitor in oncology changes the arithmetic for the whole industry.